Paul Dodd

Paul Dodd Asset Management Ltd is an independent financial and wealth management consultancy established in 1992. We provide personalized guidance and support to individuals and businesses across various financial aspects, helping them achieve their financial goals and navigate a complex financial landscape.

Who we are

A team of experienced and qualified professionals with a deep understanding of financial planning and investment strategies. We are committed to building strong, lasting relationships with each client, understanding their unique needs, goals, and risk tolerance.

Pensions

• Comprehensive pension reviews to maximize your existing plans.
• Guidance on Pension Freedom options.
• Strategies for planning for your retirement.
• Personal Pension plans tailored to your circumstances.

Investments

• Personalized investment strategies based on your financial goals.
• Comprehensive analysis of financial products and markets.
• Ongoing review and adjustment of your portfolio to ensure its suitability.

Taxation

• Guidance on understanding and managing your tax obligations.
• Strategies for minimizing Capital Gains Tax (CGT) and Income Tax.
• Comprehensive tax planning for individuals and businesses.

Planning for your future

• Wealth management solutions to secure your financial future.
• Inheritance planning and estate management.
• Financial planning for small businesses.

Our values

At the heart of Paul Dodd Asset Management Limited is a genuine desire to understand and meet our clients' needs. We are committed to fostering strong, collaborative relationships built on trust and transparency.

Why choose Paul Dodd Asset Management Ltd

• Personalized and tailored recommendations
• Experienced and qualified team
• Comprehensive financial planning services
• Strong focus on client relationships
• Transparent and honest communication

Get in touch with us to schedule a consultation and explore how we can help you achieve your financial goals.